- Beiersdorf projects 2025 organic sales growth between 4% and 6%, with an average estimate of 5.44%.
- Consumer sales are expected to grow organically by 4% to 6%, with a consensus estimate of 5.95%.
- Tesa sales are anticipated to increase organically by 1% to 3%, with an estimate of 3.62%.
- For the year 2024, Beiersdorf’s total sales were EU9.85 billion, reflecting a 4.3% year-over-year increase, close to the forecast of EU9.88 billion.
- Organic sales in 2024 increased by 6.5%, slightly exceeding the estimate of 6.34%.
- Consumer sales reached EU8.16 billion, a 4.9% rise from the previous year, aligning with the estimate of EU8.15 billion.
- Organic consumer sales grew by 7.5%, surpassing the expected 7.26%.
- Geographical breakdown of 2024 consumer sales: Europe shone with EU3.55 billion, the Americas with EU2.28 billion, and Africa, Asia, Australia with EU2.33 billion, each meeting or slightly exceeding estimates.
- Tesa sales were EU1.69 billion, a 1.3% increase over the previous year, slightly under the prediction of EU1.7 billion.
- Organic tesa sales grew by 1.9%, below the forecast of 2.77%.
- By region, Tesa sales were EU767 million in Europe, EU284 million in the Americas, and EU637 million in Africa, Asia, Australia, with mixed results against expectations.
- The adjusted EBIT in 2024 was EU1.37 billion, marking an 8% increase year-over-year, meeting expectations.
- The adjusted EBIT margin rose to 13.9% from 13.4%, in line with the estimate.
- The dividend per share for 2024 remained steady at EU1.
- R&D expenses climbed 11% year-over-year to EU354 million, exceeding the anticipated EU339.3 million.
- Beiersdorf plans a share buyback program valued up to €500 million.
- The supervisory board has extended CEO Vincent Warnery’s contract until the end of 2030.
- Beiersdorf aims for above-market sales growth in 2025.
- The adjusted EBIT margin is anticipated to improve slightly over the previous year across both business segments in 2025.
- The Consumer Business segment’s adjusted EBIT margin is expected to be 50 basis points higher compared to the previous year in 2025.
- The Tesa segment’s adjusted EBIT margin is projected to reach around 16% in 2025.
A look at Beiersdorf Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 5 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Beiersdorf AG, a company known for developing personal care and medical products, is showing a promising long-term outlook based on its Smart Scores analysis. With a strong emphasis on Resilience and Growth, scoring high with a 5 and 4 respectively, the company demonstrates a solid foundation and potential for expansion. This indicates a high level of durability and adaptability in challenging market conditions, along with significant growth opportunities in the future.
While Value and Dividend scores stand at a moderate level of 2, Beiersdorf shows potential in terms of creating shareholder value and offering dividends to its investors. With a Momentum score of 3, the company displays a good level of market interest and activity, suggesting an ongoing positive trend that could drive further growth. Overall, Beiersdorf’s Smart Scores point towards a robust and promising outlook for the company in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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